Saxo Market Call

1003 Episodes

1. PBoC disappoints the market questioning stimulus pace

   Published: 6/20/2023
2. Liquidity fears have been the boy who cried wolf...so far

   Published: 6/19/2023
3. Hawkish ECB gets traction, especially as BoJ remains unmoved.

   Published: 6/16/2023
4. FOMC’s hawkish hold pressurizes BoJ. Adobe faces big test.

   Published: 6/15/2023
5. Market extends melt-up into today’s FOMC

   Published: 6/14/2023
6. Will the Fed’s third mandate be in play tomorrow?

   Published: 6/13/2023
7. Can FOMC and BoJ pop the rapidly inflating bubble?

   Published: 6/12/2023
8. A Tesla 0DTE circus today. Huge week ahead for global markets.

   Published: 6/9/2023
9. Strange brew: big megacap sell-off, stark divergences and lower VIX.

   Published: 6/8/2023
10. A very calm surface hiding important developments?

    Published: 6/7/2023
11. Market gives Apple’s Vision Pro a thumbs down

    Published: 6/6/2023
12. Oops - that wasn’t supposed to happen post-debt ceiling.

    Published: 6/2/2023
13. AI names stumble. Concerns on liquidity after lifting of debt ceiling impasse.

    Published: 6/1/2023
14. AI hype is faded and China slump adds to growth worries

    Published: 5/31/2023
15. Extreme divergence in equity market internals over last week

    Published: 5/30/2023
16. Deep dive: Investing in commodities through futures and stocks.

    Published: 5/29/2023
17. US Treasury Yields turning the screws. Also: this is a Listeners’ Edition!

    Published: 5/26/2023
18. Nvidia and the AI bubble risk as its valuation nears $1 trillion

    Published: 5/25/2023
19. An ugly feeling about yesterday’s pivot

    Published: 5/24/2023
20. Are equity investors missing what treasury investors see?

    Published: 5/23/2023